Wills and Estate Planning

Our Services

Wills

A well-drafted will is essential for ensuring that your assets are distributed according to your wishes. At Penerley, we offer personalised will drafting services, from straightforward wills to complex provisions for large estates. Our solicitors take the time to understand your needs, family structure, and any specific intentions, providing a will that accurately reflects your wishes and meets all legal requirements.

Lasting Powers of Attorney (LPAs)

Creating a Lasting Power of Attorney allows you to appoint someone you trust to manage your financial or health-related affairs if you are unable to do so. We can guide you through the process of setting up LPAs for both Property and Financial Affairs and Health and Welfare, ensuring your choices are protected and your preferences honoured.

Trusts and Lifetime Gifts

Trusts are an effective way to manage and protect your assets, either during your lifetime or as part of your estate plan. We advise on a variety of trust structures, including discretionary trusts, family trusts, and charitable trusts, to help you safeguard your wealth, minimise taxes, and ensure long-term financial security for your beneficiaries.

Inheritance Tax Planning

Navigating inheritance tax is crucial to preserving your estate’s value for future generations. Our estate planning team has extensive experience and can offer solutions to help reduce your tax exposure. We provide strategic advice on tax-efficient asset transfers, trusts, lifetime gifting, and other planning tools tailored to your financial objectives.

Probate and Estate Administration

Losing a loved one is challenging, and managing their estate can be overwhelming. We provide compassionate, professional support for executors and administrators, handling all aspects of probate from obtaining the grant of probate to distributing assets. Our goal is to make the process as smooth and efficient as possible, with clear communication and diligent attention to detail at every stage.